AWS
XMLV icon

Atria Wealth Solutions’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

Atria Wealth Solutions’s Portfolio XMLV Stock Details XMLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$548K Buy
8,879
+263
+3% +$16K 0.01% 873
2025
Q1 		$532K Hold
8,616
– – 0.01% 1166
2024
Q4 		$524K Hold
8,616
– – 0.01% 1257
2024
Q3 		$526K Sell
8,616
-143
-2% -$8.35K 0.01% 1222
2024
Q2 		$484K Sell
8,759
-151
-2% -$8.37K 0.01% 1254
2024
Q1 		$503K Sell
8,910
-901
-9% -$48.5K 0.01% 1264
2023
Q4 		$522K Sell
9,811
-127
-1% -$6.4K 0.01% 1186
2023
Q3 		$489K Sell
9,938
-179
-2% -$9.24K 0.01% 1139
2023
Q2 		$524K Sell
10,117
-121
-1% -$6.22K 0.01% 1136
2023
Q1 		$536K Sell
10,238
-259
-2% -$14K 0.01% 1090
2022
Q4 		$561K Sell
10,497
-6,713
-39% -$353K 0.01% 1017
2022
Q3 		$827K Sell
17,210
-3,192
-16% -$169K 0.01% 786
2022
Q2 		$1.05M Sell
20,402
-8,817
-30% -$473K 0.02% 674
2022
Q1 		$1.63M Buy
+29,219
New +$1.6M 0.03% 549

Other funds holding XMLV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return